+187.5%
NVT vs CAKE
+261.6%
-74.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.2% |
| 7D | +4.1% | -4.5% | +8.6% | +5.4% |
| 30D | -5.1% | -12.4% | +7.3% | -1.8% |
| 3M | -1.2% | +37.3% | -38.5% | -11.3% |
| 6M | +46.6% | +70.7% | -24.1% | +21.2% |
| YTD | +60.0% | +106.0% | -46.0% | +22.9% |
| 1Y | +70.8% | +79.7% | -8.9% | +37.5% |
| 3Y | +187.5% | +267.8% | -80.2% | +75.0% |
| All | +187.5% | +261.6% | -74.1% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling